GUMU™ for Sage CRM – Sage X3 integration is a real time, bi-directional link. In our last post, we went through the GUMU™ for Sage CRM – Sage X3 Integration is compatible with Sage CRM 2023 R1. Recently, we Sage X3 Integration is compatible with Sage CRM 2023 R1. Today in this blog post, we will go through this functionality
The latest version of GUMU™ Sage CRM – Sage X3 Integration introduces a range of exciting enhancements. One of the most notable improvements is the addition of Dashboards and Charts, which are now accessible to all Customers on the Sage CRM Interactive Dashboard screen. This feature will show collection of charts right from the Sage CRM Interactive Dashboard screen. These charts are will show the global sales data, offering users valuable information. Additionally, this update is built to smoothly handle multiple Company Codes, making it adaptable for businesses of all sizes and structures.
In addition to these advancements, we have integrated four types of charts, each with a specific purpose. This charts are made to give clear and useful information. Below, we provide detailed descriptions of each chart type along with some examples to showcase their capabilities. This update is all about making things easier for users, helping them make smart decisions for their business.
1.Top 20 Customer Sales (Current Year Vs Previous Year)
2. Monthly Sales for Current Year.
3. Top 10 Sold Product Family
4. Top 10 Salesperson By Sales (Current Year)
These options work together to help users efficiently filter and analyze data from various angles. This provides valuable insights into top customer sales, monthly sales, leading product family sales, and successful salesperson trends.
With these new features, users can easily understand different types of sales data and engage in insightful exploratory analysis with ease.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.